Customer Portal

Overview
We have created a Customer Portal where your customers can log in and view active/paid invoices and pay outstanding invoices. A customer portal account ...
Wed, 14 Sep, 2022 at 9:16 AM
Branding
Your company logo will appear on the portal, which will be pulled from your company logo under Settings.  Also there will be certain accent colors...
Wed, 14 Sep, 2022 at 10:11 AM
Customer Access
What Your Customers Can Do From Their Portal Access Account history /Customer Statement View Invoices, Payments, Account Credits  Pay Outstanding balanc...
Fri, 8 Mar, 2024 at 2:29 PM
SMS Opt-In through Customer Portal
Your customers have the ability to manage their own preferences when it comes to receiving text messages. Once they've signed up and logged into their c...
Fri, 23 Jun, 2023 at 2:29 PM